CRD: 312306
Gleneagles Investment Advisors, LLC
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2020
- Office Locations
- 1
Office Locations
About Gleneagles Investment Advisors, LLC
Gleneagles Family Office (Gleneagles Investment Advisors) is an Atlanta-based shared family office for families of great wealth, including those navigating major liquidity or leadership transitions and multi-generational planning. The team delivers integrated wealth strategy across investment management and portfolio construction, risk management, trust structures, and operational efficiency, with portfolios that include ETFs and private funds. Partners with The 50 Group to convene senior family office executives.
Reported data analysis
What the numbers show
Between August 13, 2025 and March 20, 2026, reported AUM increased 12.1%, from $2.7B to $3.1B.
Across 5 reported observations, AUM increased 170.5% between November 21, 2022 and March 20, 2026, from $1.1B to $3.1B.
Of the latest reported AUM, 0.3% is discretionary and 99.7% is non-discretionary.
The firm reports 2 advisory representatives and 51 clients, or 25.5 clients per representative. That equates to $60.4M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Gleneagles Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN WILLIAM RIDDELL
Analyst, CEO & General Counsel to Families, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
SOPHIA HAYS WAY
Chief Family Investment Officer, Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Betty Caddell
Family CFO
- CRD
- --
Mike Hackney
Chief Technology Officer & Relationship Manager
- CRD
- --
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,397,816 | $2,099,454 |
| Non-Discretionary | $3,074,464,233 | $65,414,133 |
| Total | $3,082,862,049 | $60,448,275 |
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Separately Managed Accounts
SMA allocation detail is available
Gleneagles Investment Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.